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TechCheck — Technology
TechCheck

Where Silicon Valley meets Wall Street, TechCheck dives deep into stocks, trades, trends and opportunities focused on new technologies while highlighting news from mega-cap heavyweights, social media darlings, streaming giants, growth software and red-hot disruptors. Everyday TechCheck delivers investors what they need to know with compelling in-depth reporting and analysis from investors, analysts and leaders in the industry.

Copyright: © 2024 CNBC

Latest Episodes:

Apple’s AI Stumbles weigh on shares 3/13/25 Mar 13, 2025

Show notes

Alibaba rolling out an updated version of its AI assistant that could be a boon to Apple’s China business if it rolls out on iPhones later this year. We look at the growing concern over Apple’s stumbles in bringing AI to iPhones.

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Google’s “Gemma 3” rollout, Plus FTC delays Amazon trial 3/12/25 Mar 12, 2025

Show notes

Google is rolling out its latest open-source model Gemma 3, capable of running on just a single GPU. We dig into the efficiency gains mean for the shifting AI trade. Plus the FTC is asking a federal judge to delay a September trial against Amazon, citing budgeting and staffing shortalls.

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Waymo expands into Silicon Valley, Plus OpenAI’s AI agent toolkit 3/11/25 Mar 11, 2025

Show notes

Waymo is coming back to where it all began with a new expansion into Silicon Valley. We look at how the self-driving darling may be overlooked in Google’s valuation. Plus, we look at OpenAI’s new toolkit for developing AI agents.

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Manus: Overhyped or China’s second DeepSeek moment? 3/10/25 Mar 10, 2025

Show notes

A Chinese startup unveiling a new AI Agent dubbed ‘Manus’ that some are hailing as the country’s next DeepSeek moment. We look into the hype and what it could mean for U.S. tech names already hammered by Monday’s selloff.

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Google unveils 'AI mode' in search 3/7/25 Mar 07, 2025

Show notes

Google unveiling an upgrade to its Gemini-powered AI overviews, including a new feature promising to help users dig deeper in search. We look at what “AI mode’ signals about the efforts to monetize AI search.

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Meet Sesame: The Most Human AI Voice assistant Yet 3/5/25 Mar 05, 2025

Show notes

A new AI voice assistant is pushing the frontiers of the technology. We look into startup Sesame and how it could change the race in AI voice.

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Tech divided over crypto reserve 3/3/25 Mar 03, 2025

Show notes

President Trump announcing a “Strategic Crypto Reserve” over the weekend, drawing quick backlash from some of his biggest supporters in Silicon Valley. We look at how the divide is taking shape and why critics are raising concerns.

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Megacaps enter the Quantum chip race 2/27/25 Feb 27, 2025

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Amazon is jumping into the Quantum computing race with their first quantum chip ‘ocelot.’ We look at the latest Megacap staking their claim in quantum, and what it means for the future of the evolving technology.

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Why AI prices are in a race to the bottom 2/26/25 Feb 26, 2025

Show notes

DeepSeek’s impact being felt as more free AI offerings make their way to consumers, in a battle for users between the biggest AI names. We look at what the trend means as more names enter the crowded chatbot field.

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TechCheck Takes: How DeepSeek supercharged AI’s distillation problem 2/25/25 Feb 25, 2025

Show notes

Silicon Valley is reckoning with an AI development technique that could upend the leaderboard. Distillation is the idea that a small team can make an advanced AI model by extracting knowledge from a larger one. DeepSeek didn’t invent the method, but its use roiled the markets and woke the AI world up to its potential. It’s now enabling startups to compete at the cutting edge, and is deadly for the biggest AI players’ competitive edges. This video includes an interview with Glean CEO Arvind Jain.

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